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Energy & Economics
Central America countries, colored political map. Subregion of the Americas, between Mexico and Colombia, consisting of Belize, Guatemala, Honduras, El Salvador, Nicaragua, Costa Rica and Panama.

The 4-letter catastrophe that is haunting Latin America: Corporate Colonialism through ISDS

by Bettina Müller

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Countries not abiding by corporate rules? No problem, foreign investors have got a powerful tool at hand to get it their way: Investor-State Dispute Settlement, commonly known as ISDS, is a mechanism inscribed in many Bilateral Investment Treaties (BITs) and Free Trade Agreements (FTAs). If governments decide to change regulations to better protect the environment or our climate, if they cancel mining concession due to social unrest, next thing you know, your country is being served with a corporate claim often worth hundreds of millions of dollars. ISDS is shrinking policy space all around the world, but there is one region particularly affected: Latin America and the Caribbean. Out of the 1332 Investor-State Dispute Settlement (ISDS) claims known world-wide, 380 correspond to Latin American and Caribbean (LAC) States. This is close to 30% of all claims. Most of these claims derive from conflicts over mining concession, be it minerals or oil and gas. In times of a sky-rocketing demand for minerals for the energy transition, digitalization and militarization, these corporate claims by foreign investors are likely to increase.  It was back in the 1990s when countries in Latin America and the Caribbean, pushed by the International Monetary Fund, the World Bank and the neoliberal zeitgeist, signed most of the international agreements which today tie their hands and make every policy which might affect corporate profits and benefit people a potentially costly endeavour. A tribunal of three arbitrators decides over the investor´s complaint behind closed doors, ignoring national laws or the Constitution. These tribunals are administered by international dispute settlement centres, the most important being the World Bank’s “International Centre for Investment Dispute Settlement” (ICSID). Yes, the same World Bank that pressured countries to sign agreements with “investment protection provisions” in the first place. Three quarters of all claims against LAC countries have been decided before an ICSID tribunal. To date, countries in the region have been asked to pay more than 33 billion dollars to investors, based on ISDS claims. This is more than the entire amount, plus one third, that climate catastrophes have cost the region between 1970 and 2021. We could thus call ISDS a “corporate catastrophe”. Our full report(external link) takes a deep dive into the full extent of this catastrophe. The case of Mexico Mexico is one of the countries most affected by corporate ISDS claims. With 55 claims until the end of June 2024, Mexico is the third most sued country in the region, just behind Argentina and Venezuela. In fact, in 2023 there was no country in the world that had received more ISDS claims world-wide than Mexico. Mexico is a sad example of how reforming a countries investment protection regime will not stop claims from coming, in fact, it might even incentivise investors.  In 2021, the USA, Mexico and Canada updated their North American Free Trade Area (NAFTA) to become the United States-Mexico-Canada Agreement. Canada completely scrapped the use of ISDS from the agreement, while it was limited to certain breaches and investments, e.g. in the oil, gas and power generation sector, between the US and Mexico. A grace period of three years was decided in which the ISDS clause in NAFTA would still be applicable and co-exist with the USMCA. In only 3 years, Mexico was hit with 15 ISDS claims under NAFTA, in all of which investors also invoked the USMCA. This is 40% of all ISDS claims brought against Mexico under NAFTA since 1997.  Mexico is also facing some of the most terrible mining claims which add up to more than 6 billion-dollars, half of the total amount claimed by investors against Mexico. One of these mining claims was registered by the US firm Odyssey Marine Exploration in 2019 because it was not granted the environmental permits it needed to advance its offshore subsoil phosphate mining project off the coast of Baja California Sur, giving in to the opposition of fishing groups. The new government of Claudia Sheinbaum which just took office on 1 October 2024 would be well advised to revise the Mexican investment protection regime to stop such claims from coming. This report(external link) gives a detailed look at the case of Mexico.  The case of Honduras And then there is Honduras.  This small Central American country has been recently hit with an avalanche of ISDS claims based on different instruments, BITs, FTAs, as well as contracts and an investment law. We are talking about 19 claims in total, 14 of which were registered only since last year in 2023. Many of these ISDS claims are related to irregular investments made  by the government of Juan Orlando Hernández (2013-2022), who was just sentenced to 45 years in prison for crimes related to drug-trafficking and the possession and use of weapons.  One of these claims is particularly outrageous:  Honduras Próspera vs. Honduras. In this whooping 10.5 billion dollar claim (one third of Honduras GDP in 2023) a group of US investors is going against an unanimous decision made by the Honduran Congress to abolish the so-called ZEDEs (zona de empleo y desarrollo económico), which were set up in the years after the coup d´etat in 2009. These ZEDEs create so-called “model cities”, in which specific pro-investment laws and regulations are put in place, essentially leaving the territory and how it is ruled to the investors. This cessation of national sovereignty was in contradiction of the national Constitution and had caused much social conflict due to the displacement of local communities and the destruction of the environment. When running for office, Xiomara Castro promised to derogate the law that enabled their existence – which is what she did. To learn more about these and other ISDS claims linked to illicit investments in Honduras, check out this latest report. Conclusion This corporate catastrophe can and must be stopped. In times in which countries and even entire country blocks such as the European Union are deciding to exit investment protection deals due to their detrimental impacts on policies thought to protect people, the environment and our climate, all governments world-wide must act and exit investment protection deals that contain ISDS provisions. Article under Attribution-Noncommercial-No Derivative Works 3.0 licence, conditions are found here https://www.tni.org/en/copyright-creative-commons-licence The articel was originally published by the tni in english. Translation done by WNWJ

Diplomacy
18/11/2024. Rio De Janeiro, Brazil. Prime Minister Keir Starmer attends the opening session of the G20 Summit in Brazil. Picture by Simon Dawson / No 10 Downing Street

A review of the G20: more of the same or significant progress?

by Flavia Loss de Araujo

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском The outcome of the G20 leaders' summit held in Rio de Janeiro undoubtedly marks a series of victories for Brazilian foreign policy and also for the international community if we understand what is considered a success in terms of global governance. Firstly, the G20 summit declaration is a major achievement for Brazilian diplomacy, as it brings together twenty countries around agendas that not all of them support (such as human rights). Reaching this consensus required a year of intense negotiations to reach the final result. Brazil obtained support on the main themes it proposed: hunger and poverty, always off the radar of rich countries; sustainability; the bioeconomy , reaching the first multilateral treaty on the subject. Another consensus was the taxation of the super-rich , an issue that touches on the issues of inequality between countries and tax havens. Reaching the support of the G20 members around these proposals represented the reconstruction of the objectives of Brazilian foreign policy, which had been mocked during the Bolsonaro government, and crowned Brazil's return as a relevant country in the international community after years of self-inflicted isolation. Two other points that went unnoticed by some analyses is that the G20 summit allowed dialogue with Venezuela to return to normal, avoiding enormous damage to the Brazilian government and preserving good relations with the tumultuous neighboring country. And what can we say about the turbulent presence of the newest representative of the Latin American extreme right, Argentine President Javier Milei, who until the last moment tried to undo the consensus reached and was skillfully circumvented by Brazilian diplomacy? Returning to the proposals made by the presidency and supported by the other members of the group, are they “more of the same”, “undefined”, that do not change at the international level, as some analysts and part of the press said yesterday? Understanding the nature of international forums such as the G20 may answer this question. Outlined in 1999 and formalized in 2008, the G20 was created to bring together finance ministers and central bank governors from the twenty largest economies on the planet to discuss the financial crises of those periods. The crises of the 1990s, in particular, brought a new factor: it was the first time that economic problems in developing countries affected the central economies. It was therefore necessary to expand the discussions beyond the restricted Group of Seven (G7), a group of rich countries created in 1975, and to bring emerging economies to the negotiating table. Over the years, the G20 began to discuss other topics besides finance, and today sustainability is at the center of the work. The G20 emerged as an informal group with a flexible structure, dependent on a rotating presidency among its members to organize summits and working groups. In addition, it does not have a constitutive treaty and does not have the capacity to impose standards. When reading this brief description, most people wonder why a forum of this kind should exist if it “serves no purpose.” But informality and flexibility are a demand of the member countries that voluntarily chose to participate. These are the characteristics that allow ministers and other representatives of countries with divergent interests, such as the United States and Russia, to discuss issues that affect humanity, such as the eradication of hunger or climate change, for almost a year. The concrete actions that we so desperately need will depend on the efforts of each country and the corresponding pressure from their civil societies. The commitments exist, and now it is necessary to demand their implementation. Imagining a world without any kind of coordination is difficult because we have lived under the weak governance of the United Nations (UN) since the end of the Second World War, which, by the way, will be 80 years old in 2025. The memories of an international system under constant threat of global wars and in which common problems were not even discussed are a pale memory and, perhaps for this reason, so many people disdain the advances of international forums such as the G20. There are political forces today that oppose these alliances and the minimum level of global governance that we have managed to achieve, as Milei’s criticisms in his speech at the leaders’ meeting made clear. In line with the thinking of other far-right politicians, the Argentine president called global governance a “corset” that suffocates countries that think differently. It is contradictory that international regimes are criticized for restricting the freedom of States while at the same time being accused of being weak and ineffective, which demonstrates empty criticisms that serve only to encourage their supporters against imaginary enemies. Leaders like Donald Trump and Miley defend the “every man for himself” rule in international relations. This idea is gaining more and more followers among the people, a situation that makes declarations like the one by the G20, which defends basic principles of human rights and sustainability, an important manifesto for those who still defend an international order based on rules and cooperation. The Brazilian presidency has achieved important achievements for our foreign policy and also for the international order that it seeks to preserve.

Diplomacy
G20 Brazil 2024 Summit logo with country flags in the meeting room. Symbol of the Group of 20. Country leaders address issues related to the global economy - Rio de Janeiro, Brazil 07.23.2024

The G20 summit in Rio de Janeiro, Brazil: the moment of truth!

by Mohamed Lamine, KABA

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском In Rio de Janeiro, world leaders are gathering for a historic summit. The G20, the symbol of global governance, is at a crossroads. The planet is waiting. The climate, economic and geopolitical challenges are urgent.Since yesterday, at the G20 Summit in Rio de Janeiro, under the strategic engagement of Russia, Foreign MinisterSergey Lavrov, guided by the instructions of President Vladimir Putin, has been playing a key role in discussions on combating inequality, hunger and poverty, as well as reforming global institutions. Together with the BRICS Alliance, innovative initiatives are being put forward to strengthen economic cooperation and global stability, including sustainable development projects and strategic trade agreements. This Summit is proving to be a crucial platform for addressing pressing global challenges such as security and climate change, while potentially influencing global governance and international relations in the years to come.Geopolitical context of the summit, the madness of the Biden administrationAs the G20 group meets in Rio de Janeiro to reconcile the positions of the balance of power in the global chessboard, the recent antithetical decisions of the United States, held on the very eve of the summit and supported by France and Great Britain, are once again dispersing the positions to be reconciled. The Western minority, accustomed to living off the labor of the planetary majority, is lamentably trying to redefine the dynamics of the international community in its favor, by authorizing deep strikes on Russian territory. This approach, adopted by the Biden administration, reflects both madness and a vision of resistance in the face of the potential defeat of Ukraine and NATO allies against Russia, while seeking a reaction that could exacerbate global tensions. This audacious geopolitical calculation, perceived as a last-ditch attempt to consolidate Ukrainian positions before a potential change in American leadership, marks a turning point towards a dangerous escalation of hostilities. It can also be compared to a very big step taken towards the start of the Third World War.The 2024 G20 summit in Rio de Janeiro is therefore taking place in a complex geopolitical context, marked by key global issues. International conflicts, exacerbated in the Middle East, Ukraine, Sudan, and tensions over the role of the United States, France, Great Britain and the collective West are at the heart of discussions on global security. While António Guterres (UN Secretary-General) urges the G20 to adopt actions aligned with the UN Charter – although Western ambitions of domination are being challenged by the rise of the BRICS Alliance – the Western minority continues to pour oil on the embers precisely to satisfy its ambitions of eternal domination.The climate crisis, meanwhile, is forcing more ambitious policies, as the G20, responsible for 80% of global greenhouse gas emissions, must revise its commitment to limit global warming to 1.5°C. Also, growing economic inequality and the need for reforms to a perceived unfair international financial system underscore the urgency of changing the global financial architecture. Despite the political challenges, the summit embodies a push towards stronger multipolarism, with key players such as Sergei Lavrov, Xi Jinping, Recep Tayyip Erdoğan, etc., advocating for international cooperation. The political transition in the United States, with the imminent departure of Joe Biden and the possible return of Donald Trump to the White House, adds uncertainty, potentially impacting global cooperation and sustainability efforts. This nineteenth summit of the Group of Twenty powers (G20) is crucial to encouraging collective action in the face of complex challenges related to security, climate, the economy and international cooperation.Russia’s engagement in the world chessboardRussia’s participation in this Rio de Janeiro Summit is of major strategic importance. Led by Mr. Sergey Lavrov, Minister of Foreign Affairs of the Russian Federation, and mandated by the President of the Russian Federation, the Russian delegation demonstrates the country’s strong commitment to global discussions. Russia aims to take a leading position in addressing global challenges such as combating inequality, hunger and poverty, and reforming international institutions. Mr. Sergey Lavrov’s interventions at the plenary sessions are essential, while his bilateral talks with other world leaders could lead to decisive agreements, strengthening international relations. Capitalizing on its long history of global engagement, Russia is ideally placed to influence these crucial debates for the future of the planet.Positive initiatives of the BRICS Alliance in global dynamicsThe BRICS, originally composed of Brazil, Russia, India, China and South Africa – and expanded over time to BRICS+ – represent an undeniable emerging force in global economic cooperation, as demonstrated by their landmark initiatives at the Rio Summit yesterday. By establishing the New Development Bank, these nations are demonstrating their commitment to financing joint infrastructure projects, strengthening their synergy and displaying a clear desire for de-dollarization. The significant progress made in social security also demonstrates their determination to improve social protection on a large scale. Looking ahead, the BRICS countries are committed to driving reform of international financial institutions, placing their economic weight at the heart of global decisions, while working towards sustainable development and the fight against climate change. Speeches by representatives such as Mr. Sergei Lavrov at the summit captured attention, underscoring the BRICS’ determination to impact global governance and promote a more equitable and sustainable economic future.The impact of the summit on global governanceAs mentioned above, the G20 Summit in Rio de Janeiro, Brazil, represents a crucial opportunity to transform global governance and have a lasting impact on the future of the planet and international relations. Since yesterday, this strategic meeting has been addressing major issues such as the reform of international institutions, requested in particular by the member countries of the BRICS Alliance, the proactive fight against climate change to reduce greenhouse gas emissions, and international security requiring enhanced cooperation in the face of current geopolitical tensions. Through decisive decisions, the summit could establish a new multipolar world order and decide on the choice between cooperation and global confrontation. The challenge lies in reconciling national and global interests, strengthening trust between international partners, and finding innovative solutions to address the complex challenges of our era. The G20 Summit in Rio thus offers a unique platform for leaders to demonstrate their leadership and vision, thereby shaping a multipolar and sustainable future for future generations.It can be said that the 2024 edition of the G20 Summit in Rio de Janeiro marks a turning point where world leaders are called upon to choose: cooperation or confrontation, progress or stagnation. The future of the planet is now in their hands. Today’s decisions, contained in the Summit Declaration, will shape the world of tomorrow. History will judge.

Diplomacy
PARIS, FRANCE - JULY 13, 2017 : The President of United States of America Donald Trump with the french President Emmanuel Macron in press conference at the Elysee Palace after an extended interview.

France and the US election

by Anja Czymmeck

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском "Strategic autonomy" remains France's goalThe outcome of the US election has far-reaching political and economic implications for France, forcing the country, which is itself experiencing a serious political crisis, to define its own role in the world and in Europe. This was already clear in the run-up to the elections and was also commented on in initial reactions to the outcome. In the areas of trade and climate protection, but especially in the areas of security and defense, the election of Donald Trump as President of the United States is an incentive for France to strengthen its own and European independence in order to protect French and European interests. The call for European partners to develop a foreign and security policy that strengthens Europe and reduces dependence on America without calling transatlantic cooperation into question remains the declared goal. Cooperation with Germany in particular is of crucial importance here.Security and defense policy: Europe is keyFrench President Emmanuel Macron has already worked with President Trump from 2017 to 2021. For him, another encounter with a President Donald Trump will therefore be nothing new. In France, at any rate, it seemed that internal preparations had also been made for the possibility of a second Trump administration. French representatives, in particular President Macron, had campaigned for strengthening European defense and making it more independent of the USA, especially when it came to NATO and defense. At national level, France has set up a special task force within the Ministry of Foreign and European Affairs to deal with the various scenarios that a second Trump administration could bring. This task force is headed by Tristan Aureau, former Head of Cabinet of the Secretary of State for Europe and current Minister for Foreign and European Affairs Jean-Noël Barrot. With the actual election of Trump, however, there are still major challenges ahead for France and Europe that can only be tackled with a united European stance.The war in UkraineThere is also great concern in France that President Trump could freeze the war in Ukraine without involving the European partners by negotiating a ceasefire. A Trump-style freeze would mean abandoning the Ukrainian partner and that Ukraine would have to cede the territories conquered by Russia. This contradicts the French understanding that the war in Ukraine is a European issue that must first and foremost be resolved by the Europeans, certainly in consultation with the USA.Middle East conflictWhile Donald Trump has repeatedly reiterated his unreserved support for Israel, he has just as often made it clear that he wants to end the war as quickly as possible. The fact is that Trump is popular with Netanyahu's government, partly due to his actions during his first term in office (moving the US embassy to Jerusalem or recognizing Israel's sovereignty over the Golan Heights). What exactly can be expected of him now is not known. In any case, France has repeatedly called for a ceasefire in Gaza and Lebanon in recent weeks and emphasised this once again on the day of the US election.[i] Unlike the Trump-Netanyahu relationship, the relationship between Netanyahu and Macron has also suffered in recent weeks from the statements on the founding of the state of Israel, which have also caused irritation in France.[ii] It now remains to be seen to what extent the relationship between France and the US will develop on this issue as wellNATOAs far as NATO and the American security guarantees for Europe are concerned, France has traditionally emphasized the importance of NATO and advocated close cooperation with the USA. At the same time, however, France has been advocating for years - essentially what Trump is also calling for - that Europe should be the key to its own security and defense. As the EU's only remaining nuclear power with a permanent seat on the United Nations Security Council, France aspires to influence world events, but also knows that this claim to leadership can only realistically be implemented with European partners in European security and defense policy.[iii] Macron made this clear in his second Europe speech at the Sorbonne in spring 2024, among other things, when he explained that they were aware that the US was focusing on itself and on China, and that Europe was not a geopolitical priority - regardless of which administration was in place in Washington. [iv] Even under an American Democratic government, Europe could no longer have assumed that there would be no partial US troop withdrawal. France's former ambassador to NATO, Muriel Domenach, also made it clear in an interview with the Grand Continent shortly before the US elections that it was not serious "[...] for Europe, with its wealth, heritage and responsibility, to resign itself to making its security entirely dependent on American decisions".[v] Trade policy: the fear of new import tariffsIn terms of trade policy, France is concerned about the effects of very likely protectionism under a second Trump administration, which could affect the French agricultural and aviation sectors in particular. Trump's announcements of import tariffs of 20% on all foreign products and also the prospect that Trump could impose import tariffs of 25% on wines and spirits from France, as he did in 2020, are causing great unease in France.However, a closer look reveals that trade policy under Joe Biden was also rather protectionist. One example of this from a French perspective is the Inflation Reduction Act, which was fundamentally oriented against China, but also had enormous consequences for Europe and France. During his state visit to Washington in December 2022, Emmanuel Macron had already taken a critical view of this plan and condemned it as "super aggressive".[vi]French reactions after the electionWhile Emmanuel Macron and the people involved in the government were quick to congratulate Trump and call for cooperation with the new American president, the right-wing and left-wing camps had different reactions.President and government: respect, willingness and cooperationThese words best summarize the reactions of politicians in government positions. President Emmanuel Macron congratulated Donald Trump via X on his election as US President even before the official announcement of the election results. Macron made it clear that he was prepared to work together, respecting their respective convictions and working together for peace and prosperity.[vii]Benjamin Haddad, Secretary of State for Europe, reacted in the same way, saying that we must find common ground and work together, while the answer to the challenges that the future brings lies "with ourselves". Thus, "Europeans [...] cannot accept that their security is decided without them, that tomorrow a capitulation is imposed on the Ukrainians, without the Ukrainians, without the Europeans."[viii]The reactions from the right: safe distance, warm congratulationsPrior to the elections, the French right had moderated its statements on Trump and muzzled its leaders in particular - with the exception of party leader Jordan Bardella - from commenting on Trump for party political reasons. The danger was considered too great that the political model proclaimed and exemplified by Donald Trump would stand in contrast to the institutionalization and de-demonization of the Rassemblement National. The deputy leader of the RN parliamentary group in the National Assembly, Jean-Philippe Tanguy, declared that Donald Trump was too negative for the party and embodied "excited populism". Nevertheless, Bardella had already indicated before the elections that he felt close to the ideas of President-elect Trump by expressing his admiration for American patriotism.[ix] After hesitant statements, however, it then became clear that the Rassemblement National supports Donald Trump. Bardella explained that France now had the task of taking its fate into its own hands and that a European defense had to be built.[x] Marine Le Pen, soberly agreed with this tone and called for this new political era to contribute to an improvement in bilateral relations and lead to constructive cooperation at international level.[xi]Eric Ciotti, who had only split from Les Républicains in the parliamentary elections, moved closer to the Rassemblement National and founded the new right-wing party A Droite, was very euphoric and described Trump's victory as a "wonderful victory of the American people against a system. A hope for peace, a defeat for the wokists. A way forward for the right in France and Europe. All the way to victory."[xii]Perplexity and cataclysm in the left-wing campThe goodwill and the euphoria prevailing in some quarters on the right contrasts with the reactions on the left in France. Social Democrat Raphael Glucksmann, Member of the European Parliament, described Donald Trump's election as a "global catastrophe" and a "nightmare for democracy, human rights and Europe".[xiii] The leader of the French Greens, part of the left-wing New Popular Front in the National Assembly, Marine Tondelier, expressed courage to the American citizens in the face of the "spreading hell".[xiv] Jean-Luc Mélénchon, founder of the left-wing populist party La France Insoumise, said that Trump's election was a consequence of a non-existent left-wing alternative in the US elections.[xv]Appeal to European and Franco-German cooperationHowever, the initial reactions were followed by Emmanuel Macron's direct appeal to Germany and Europe to come together and tackle the challenges of the future."I have just had an exchange with Chancellor @OlafScholz. We will work for a more united, stronger and sovereign Europe in this new context. By working together with the United States of America and defending our interests and values."[xvi]For Macron, a return to Franco-German cooperation is essential for a united, sovereign and independent Europe. This is also in line with the line taken by Friedrich Merz, who on election day in the USA, in a widely read guest article in the French daily newspaper Le Monde, lamented the European Union's constant hesitation in helping Ukraine and accused it of not sufficiently distancing itself from the Americans.[xvii] As early as November 7, the European summit hosted by Viktor Orbán in Hungary - a fervent supporter of Trump - will be about demonstrating this European unity.But Germany and France in particular must now show, regardless of the fact that both countries are in crisis mode, that they are once again moving closer together in this sense.References[i] https://www.leparisien.fr/international/israel/guerre-au-proche-orient-jean-noel-barrot-sera-en-israel-et-dans-les-territoires-palestiniens-ce-mercredi-05-11-2024-BAYPPARFV5DPBJ2HN5GLA7SXHE.php (Aufruf: 6. November 2024).[ii]https://www.lemonde.fr/international/article/2024/10/16/les-tensions-entre-emmanuel-macron-et-benyamin-netanyahou-montent-d-un-cran-apres-les-propos-du-president-francais-sur-la-creation-d-israel-par-l-onu_6353358_3210.html (Aufruf 5. November 2024).[iii]https://dgap.org/system/files/article_pdfs/22-DGAP-MEMO-US2024_Jacob_DE.pdf (Aufruf: 5. November 2024).[iv]https://www.elysee.fr/emmanuel-macron/2024/04/24/discours-sur-leurope (Aufruf: 5. November 2024).[v]https://legrandcontinent.eu/fr/2024/10/30/vu-de-washington-le-maintien-de-100-000-personnels-en-europe-ne-va-pas-de-soi-une-conversation-avec-muriel-domenach-ancienne-ambassadrice-a-lotan/ (Aufruf: 5. November 2024).[vi]https://www.lemonde.fr/en/international/article/2022/12/01/emmanuel-macron-blasts-joe-biden-subsidies-in-state-visit_6006235_4.html (Aufruf: 4. November 2024).[vii]https://x.com/EmmanuelMacron/status/1854073283420754221 (Aufruf: 6. November 2024).[viii]https://www.europe1.fr/international/presidentielle-americaine-leurope-doit-prendre-son-destin-en-main-reagit-la-porte-parole-du-gouvernement-francais-4277243 (Aufruf: 6. November 2024).[ix]https://www.lemonde.fr/international/article/2024/11/02/donald-trump-l-encombrant-modele-du-rassemblement-national_6372584_3210.html (Aufruf: 6. November 2024).[x]https://x.com/J_Bardella/status/1854084071858876485 (Aufruf: 6. November 2024).[xi]https://x.com/MLP_officiel/status/1854083504700600705 (Aufruf: 6. November 2024).[xii]https://x.com/eciotti/status/1854060752946245644 (Aufruf: 6. November 2024).[xiii]https://www.instagram.com/p/DCBWcJBsUgp/?img_index=1 (Aufruf: 6. November 2024).[xiv]https://www.europe1.fr/international/presidentielle-americaine-leurope-doit-prendre-son-destin-en-main-reagit-la-porte-parole-du-gouvernement-francais-4277243 (Aufruf: 6. November 2024).[xv]https://www.leparisien.fr/international/etats-unis/enfer-qui-se-profile-espoir-pour-la-paix-de-lfi-au-rn-les-reactions-des-politiques-francais-a-lelection-de-trump-06-11-2024-FP4V4HGZUZGOFGAQEOVGMST5F4.php (Aufruf: 6. November 2024).[xvi]Emmanuel Macron, https://x.com/EmmanuelMacron/status/1854075136468521077 (Aufruf: 6. November 2024).[xvii]https://www.lemonde.fr/idees/article/2024/11/05/friedrich-merz-president-de-la-cdu-la-politique-etrangere-et-de-securite-europeenne-est-dans-un-etat-de-desolation_6377309_3232.html (Aufruf: 6. November 2024).

Energy & Economics
Middle East Conflict. Conceptual photo

How might a wider Middle East conflict affect the global economy?

by Ahmet Kaya

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском The world economy is underperforming as a result of tight monetary policies, weaker global trade, a slowing Chinese economy and uncertainty around the US election. An escalation of conflict in the Middle East could increase uncertainties, harming inflation reduction efforts and hurting growth. It has been over a year since the Hamas-led attack on Israel. Israel’s response in Gaza has resulted in widespread destruction and significant loss of life. The conflict has since expanded beyond Gaza, involving the Houthis in Yemen, Hezbollah in Lebanon and Iranian strikes targeting Israel. In addition to the awful humanitarian cost of the conflicts, the war and the possibility of its further expansion pose significant repercussions for the global economy. This article discusses three potential ways in which the current conflict and a wider conflict in the Middle East could affect the global economy. Increased geopolitical uncertainties First and foremost, an escalation of the Middle East conflict could lead to greater geopolitical uncertainties. Figure 1 shows the evolution of the geopolitical risk (GPR) and geopolitical acts (GPRA) indices (Caldara and Iacoviello, 2022) – these are text-based measures of heightened uncertainties due to adverse geopolitical events such as wars, terrorism and international tensions. (See this article for more discussion about these measures.) Following the Hamas-led attack on 7 October 2023, both the overall GPR index and its ‘war and terror acts’ component spiked strongly, to a level higher than that seen during the ISIS attack in Paris in November 2015. Both indices eased significantly in the months following October 2023 despite the continuation of the conflict. But they jumped again following Israel’s attack on southern Lebanon in September 2024. As of mid-October 2024, the GPR and GPRA remain, respectively, 21% and 35% higher than their historical averages.   What might be the consequences of such elevated levels of risk? Research tells us that higher geopolitical risk raises oil prices (Mignon and Saadaoui, 2024). It also reduces global investment and increases inflation (Caldara et al, 2022). Greater geopolitical risk has a significantly negative impact on business and consumer confidence in several advanced economies (de Wet, 2023). This is because consumers typically cut non-essential spending and businesses postpone investment decisions during turbulent times. This reduces firm-level investment, particularly for businesses with higher initial investment costs and greater market power (Wang et al, 2023). Higher geopolitical risks also reduce global trade and financial flows, causing greater volatility in capital flows in emerging markets (Kaya and Erden, 2023). Oil production cuts and higher energy prices The second way in which the Middle East conflict could affect the global economy is its impact on energy prices, both directly through production cuts and indirectly through greater uncertainties. In response to Israel’s actions against its neighbours, the Organization of the Petroleum Exporting Countries (OPEC) could reduce oil production to penalise countries supporting Israel. A similar action in the 1970s led to a significant jump in oil prices, which contributed to years of stagflation, with higher global inflation and recessions in major economies. Before Israel's attack on Lebanon at the end of September, oil prices had been declining due to falling demand, particularly from China. On the supply side, oil production had increased in Canada and the United States, countering the production cuts by OPEC, and Saudi Arabia was expected to increase oil production from December. But the situation quickly reversed following Israel’s attack on Lebanon. Oil prices jumped by nearly $10 per barrel within a week, before easing by around $5 per barrel. While the immediate oil price impact of Israel’s attack has mostly faded, the potential for higher oil (and other energy) prices still poses a risk to global inflation and economic activity (Liadze et al, 2022). To provide further context for the potential scale of this impact, we can show what would happen if oil and gas prices were to remain $10 higher for two years than the baseline levels projected in the Summer Global Economic Outlook from the National Institute of Economic and Social Research (NIESR), using NIESR’s Global Macroeconometric Model (NiGEM). The results demonstrate that the $10 rise in oil and gas prices increases inflation by around 0.7 percentage points in major economies in the first year (see Figure 2). The impact is higher in China, where the economy relies relatively more on oil imports for its strong manufacturing industries. The inflationary pressures persist for two years despite central banks’ efforts to curb inflation by increasing interest rates.   The effect of higher oil and gas prices on real GDP is shown in Figure 3. In the scenario described above, GDP would fall by 0.1-0.2% in major economies immediately. Partly due to higher interest rates, real GDP would continue to weaken for three years following the shock. After this, economic activity would start to return to base levels as oil and gas prices revert to their levels in the baseline forecast.   Increased shipping costs and supply chain disruptions A wider conflict in the Middle East could also affect the economy through higher shipping costs and supply chain disruptions. Houthi attacks on commercial ships in the Red Sea in late 2023 showed that such disruptions can have a huge impact on global trade through shipping, which comprises 80% of world trade volume. Following the rocket attacks by the Houthi rebels, some commercial shipping re-routed from the Red Sea to the Cape of Good Hope, leading to significant delays in travel times and increased freight costs. As a result, the Shanghai Containerized Freight Index – a measure of sea freight rates – rose by around 260% in the second quarter of 2024 with additional disruptions to supply chains. Our analysis shows that an increase of 10 percentage points in shipping cost inflation can lead to import prices rising by up to around 1% and consumer inflation increasing by around 0.5% in OECD countries. As Figure 4 shows, the impact of shipping costs on inflation shows its full effects over six quarters. This means that inflationary concerns could be with us for the next year and a half as a result of higher shipping costs that may emerge from any possible escalation of the Middle East conflict.   Wider economic implications and policy responses While rising geopolitical risk and increased oil and shipping costs can each individually exert upward pressure on inflation and may slow down economic activity in the global economy, the combined impacts are likely to be greater. Countries with stronger trade and financial ties to the Middle East and those that rely heavily on oil imports as an input for domestic production would be most affected. On the monetary policy front, central banks may have to take a more hawkish stance in response to rising inflationary pressures from the Middle East conflict. This could lead to higher interest rates, which would further dampen economic activity, particularly in an environment where there are already recessionary concerns in some major economies. Beyond its immediate economic implications, an escalation of the Middle East conflict could trigger large-scale displacement of people, which would increase economic and social pressures on neighbouring countries. Many countries may also have to increase their military spending in response to growing regional tensions. Given that public debt levels are already elevated in many countries due to successive shocks to the global economy over the past decade, any additional defence spending could come at the expense of public infrastructure investments that would otherwise boost productivity growth. Overall, the global economy is already underperforming as a result of the lagged effects of tight monetary policies, weaker global trade, a slowing Chinese economy and uncertainties surrounding the upcoming US election and possible changes to US trade policy. A potential escalation of conflict in the Middle East could exacerbate the situation by increasing uncertainties, harming efforts to bring down inflation and reducing global GDP growth. Over the medium and long term, it could further damage the global economy, with the possibility of refugee crises as well as increased defence spending, making the effects more complex and longer lasting. This work is licensed under a Creative Commons Attribution-ShareAlike 4.0 International License.

Diplomacy
President Volodymyr Zelenskyy congratulated the Defenders of Ukraine on 1 October 2024 - 10

World Update: Ukraine faces prospect of defeat – but the west must ensure a just peace

by Jonathan Este

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском There’s a degree of irony that countries attending the 2024 Brics summit this week voted to adopt the Kazan declaration (named for the capital city of the autonomous republic of Tatarstan in Russia, where the summit is being held). The declaration’s first clause emphasises that “all states should act consistently with the Purposes and Principles of the UN Charter in their entirety”. There’s also a certain amount of chutzpah on the part of conference chair, Vladimir Putin, whose ongoing invasion of Ukraine is so egregiously in breach of that charter.  Article one stresses that the primary purpose of the UN is to “maintain international peace and security”. Article two rules that: “All Members shall settle their international disputes by peaceful means”. If that’s not clear enough, it goes on to further insist that: “All Members shall refrain in their international relations from the threat or use of force against the territorial integrity or political independence of any state.”  Still, its a funny old world in which the UN secretary general, António Guterres, pitches up at a summit whose host is wanted on an arrest warrant issued by the International Criminal Court on charges relating to the alleged illegal deportation of Ukrainian children to Russia. In a country whose troops are currently fighting in Ukraine in direct contravention of the UN’s charter.  To add a further layer of irony, October 24 is the 79th anniversary of the entry into force of the UN Charter in 1945.  Guterres called on Putin to agree a peace deal “in line with the UN Charter, international law and UN General Assembly resolutions”. The Russian leader is perhaps more likely to listen to a deal proposed by the Chinese president, Xi Jinping. He said: “We must uphold the three key principles: no expansion of the battlefields, no escalation of hostilities, and no fanning flames and strive for swift de-escalation of the situation.”  The UN chief’s idea of a just peace would call for Russia to give up its illegal occupation of Crimea and eastern Ukraine. Xi’s proposal appears to call for a deal based on the status quo – virtually the opposite, in other words.  This is pretty much all Ukraine can hope for, as far as the University of Portsmouth’s Frank Ledwidge is concerned. Ledwidge, who has written regularly for The Conversation since Putin launched his invasion in February 2022 and is well plugged into defence and intelligence networks in Nato as well as in Ukraine itself, believes that Ukraine cannot defeat Russia – at least as things stand.  Ledwidge says Ukraine’s western allies are partly to blame for the maximalist aims of the country’s president Volodymyr Zelensky. Western rhetoric has not properly been matched by sufficient weapons or the permission to use them as effectively as the situation warrants. Now is the time for realism, he writes:  A starting point could be accepting that Crimea, Donetsk and Luhansk are lost … Then we need to start planning seriously for a post-war Ukraine that will need the west’s suppport more than ever.  One of the key factors that Ledwidge stresses is that just one of Russia’s allies, North Korea, has supplied twice as many artillery shells this year as the whole of Europe. Now North Korean troops are apparently also about to join their Russian comrades on the battlefield. This, writes Ra Mason – a Korea specialist at the University of East Anglia – will help ease the pressure on Putin to bring forward his mobilisation plans.    It’s a diplomatic coup for Putin, Mason believes – it’s a “clear show of opposition towards the Washington-led global order”, which “deals a further blow to the myth that the Russian Federation is isolated, as an international pariah, in a world led by western powers.”  But a military coup de grace against Ukraine? Probably not. The jury is out on how effective North Korea’s “poorly equipped, unmotivated and undernourished” troops will be against Ukraine’s highly motivated defenders. It will also be interesting to see where and how they are deployed. If sent to the frontlines in Kursk, they’ll be helping an ally in its struggle against an incursion by Ukrainian forces. If deployed inside Ukraine, they’ll join Russia in breach of international law. Mason concludes:  If sent into new theatres of war against state-of-the-art Nato-supplied weaponry, it could effectively mean waves of ill-prepared cannon fodder being thrown into the meat grinder of Donbas’ trenches.  Incidentally, the term “meat grinder” has been much bandied about of late. It follows reports from US intellegence recently that, while Russian forces have been making rapid advances and gaining a significant amount of ground in recent weeks, they are doing so at considerable cost in terms of dead and wounded. September was a particularly bloody month, with reports of Russian losses of more than 1,000 men a day, killed or wounded.  But Russian military strategists are well versed in such pyrrhic victories, writes historian Becky Alexis-Martin, who points to equally savage losses in Russia’s defence against Napoleon and in the first and second world wars. Stalin, in particular, was able to defeat the Nazi war machine by, inter alia, throwing millions of troops at their enemies (and incurring terrible casualties). But it’s not a strategy that guarantees success. And terrible psychological effects are beginning to manifest themselves in veterans returning from Ukraine with severe and often violent post-traumatic stress disorder.  The diplomatic front  As if things weren’t bad enough for Zelensky on the battlefield, the Ukrainian president was dealt a serious blow earlier this month when the US president, Joe Biden, was forced by extreme weather events, including a hurricane hitting the state of Florida, to cancel the planned meeting of the heads of government of up to 50 of Ukraine’s western allies in Germany. The “Ramstein Group”, so-called after the German air base at which they meet, was scheduled to meet in the second week of October to consider Zelensky’s “victory plan”. Stefan Wolff, an international security expert at the University of Birmingham writes that the Ukrainian president was hoping to get some degree of commitment for a path to Nato membership for Ukraine as well as permission to use western-supplied long-range missiles against targets deep inside Russia.  Neither of these seem likely to happen in the short term, says Wolff. Like Ledwidge, Wolff thinks Ukraine is doomed to defeat unless its allies double down on their aid – and fast. And like Ledwidge, Wolff sees little indication of that happening any time soon.  When it comes to continuing US support for Ukraine’s war effort, all eyes are now firmly fixed on November 5. The outcome of the presidential election will be seriously consequential for Ukraine’s future. Both candidates have made their positions clear and there is considerable difference between the two positions.  Donald Trump has said any number of times that had he not lost that “rigged and stolen” election to Biden in 2020, Putin would never have invaded Ukraine in the first place. Still, he says, if he wins this one, he’ll bring the war to a very rapid conclusion. But it remains to be seen, given Trump’s oft-stated admiration for Putin, whether the conclusion will be palatable to Kyiv – or to Nato in general.  Trump’s opponent, Kamala Harris, said the former president’s proposals are not “proposals for peace, they’re proposals for surrender”. As vice-president during the Biden administration, she flew to Europe not long after the invasion in February 2022 to help shore up support for Kyiv. Harris has also regularly restated her intention to continue to back Ukraine against Russia. In the only debate of the campaign she said that Ukraine was not Putin’s final stop and that he has “his eyes on the rest of Europe, starting with Poland”.  Poland, incidentally, is an interesting case in point. While it is Ukraine’s firmest ally and it leadership is four-square behind Kyiv, the people are curiously divided on the country’s support for Ukraine. You can read more about that here.  One imagines that Zelensky is as transfixed as anyone else on the 2024 US presidential election campaign as it heads into its final ten days. All we can tell you is that the polls are still very, very close. Well within most pollsters’ margin for error, in fact. A poll of polls, which combines polls from different agencies, published on the website FiveThirtyEight on October 22 shows that Harris leads Trump by 48.1% to 46.3% in the national popular vote. But the accepted popular wisdom is that the complex electoral college system used in the US may well favour Trump’s candidacy.  We’ll be providing daily updates on the US presidential race and full coverage of election day on November 5 and its aftermath.  Update: this article originally said that Vladimir Putin launched Russia invasion of Ukraine in February 2024. This has now been corrected to February 2022. Apologies for the error. 

Diplomacy
16th BRICS Summit family photograph (2024)

BRICS Summit 2024 — everything, everywhere, all at once?

by Priyal Singh

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Ushering in a multipolar order requires a streamlined and coherent political agenda – not unfocused expansion.  The 16th BRICS Summit in Kazan, Russia, concluded last week with the usual grand declaration of the group’s commitments, concerns and aspirations.  Many media headlines, particularly in Western countries, focused on how the summit and BRICS generally, symbolised Moscow’s ability to circumvent the fallout of sanctions by turning to the global south. In this way, BRICS is indirectly viewed as a threat to Western efforts to isolate Russia, weaken its power projection capabilities, and end its invasion of Ukraine.  Western governments and analysts often struggle to frame BRICS’s evolution beyond a binary, zero-sum narrative in which the group is a key geopolitical challenge to the Western-dominated international order. This interpretation places the forces of democracy and liberal political values in one camp and authoritarian governments in another, with certain developing countries caught in the middle, trying to play one side off the other for their own benefit.  There is some merit to these kinds of headlines. Russia and China are primarily major status-quo powers. Both have been permanent United Nations Security Council (UNSC) members since its establishment. Moscow was the ‘other pole’ in the international order for most of the 20th century, a position Beijing is working towards. And the foreign policy goals of both place them in confrontation with the United States and its Western allies.  BRICS may be on a path towards unnecessary substantive bloat, and away from its core business.  So, are these two countries in a position to champion the global south’s cause, and why haven’t more representative bodies like the Non-Aligned Movement played a more prominent role?  The preoccupation with Russia and China detracts from BRICS’s broader, underlying geopolitical project – the need for global south countries to reform and shape the international order’s future direction on their own terms.  These include greater representation and agency in global policy- and decision-making bodies and facilitating greater freedom to trade, invest and borrow money outside the Western-dominated financial system. They also include a more just and equitable global power balance that reflects modern realities.  In pursuing these aims, BRICS countries have made steady progress on developing a shared strategic agenda for increased cooperation across various policy domains.  The Kazan summit’s 32-page outcomes declaration covers almost everything from reforming the UNSC and Bretton Woods institutions to climate change, biodiversity and conservation. It also covers challenges from global crises, conflicts and terrorism and a suite of economic development, health, education, science and cultural exchange-related issues.  A group of democracies, autocracies and theocracies speaking with one voice on human rights and democracy is absurd.  The group’s ballooning cooperation agenda may indicate progress. But it could also signify the limits of its diverse members’ ability to agree on ‘hard’ political and security matters central to the core business of reforming the international order.  The expansion of BRICS’ substantive agenda and its membership dilutes its primary purpose and reinforces the binary, zero-sum Western narrative its members constantly try to shed.  Tangible, albeit gradual, progress on establishing intra-BRICS institutions and processes such as the Interbank Cooperation Mechanism, the cross-border payment system and its independent reinsurance capacity suggest that BRICS’ clout and credibility are growing.  These initiatives could enable members to pursue their international economic objectives without the constraints and transactional costs associated with traditional financial bodies like the World Bank and International Monetary Fund. Ideally, this would improve their relative positions of global power and influence, and help deliver a more multipolar international order.  In contrast, deepening cooperation on big cat conservation, while important, doesn’t serve that purpose. Nor does facilitating youth exchanges on sports and healthy lifestyles or championing a BRICS alliance for folk dance. Including these kinds of initiatives in BRICS’ growing agenda detracts from its core objectives.  A streamlined agenda would divert attention from the contradictions and geopolitical manoeuvring of BRICS’ members.  More worryingly, this suggests that BRICS’ diverse constellation of member states is pursuing the path of least resistance – expanding their cooperation in every direction, hoping something eventually sticks.  Instead of doubling down on hard strategic questions about a shared conception of multipolarity, and the steps necessary to reform global governance and security institutions, BRICS seems to be heading for greater expansion and formalisation. And with that come the risks, challenges and institutional dependencies that have led to the stagnation and ineffectiveness plaguing more established international organisations in recent years.  Perhaps the group’s core members recognise that they have very different ideas of what constitutes multipolarity. Russia (and China to an extent) envisage much more than global institutional reforms, focusing instead on reimagining international norms and core principles.  These differences are also reflected in BRICS’ expanding membership. It seems Russian and Chinese enthusiasm has been curbed by other founding members, who prefer a ‘partner country’ model for future growth. This contrasts with the full membership offers to Argentina, Egypt, Ethiopia, Iran, Saudi Arabia and UAE in 2023. (Argentina’s new political administration declined, and the Saudis have remained non-committal.)    Most worrying, however, is BRICS’ preoccupation with promoting democracy, human rights and fundamental freedoms. There is no doubt that these terms are increasingly politicised and rife with double standards – among developing nations with mixed political systems and traditionally liberal, Western democracies. However, for BRICS to meaningfully champion normative values, its members must at least attempt to commit to common political governance systems in their own countries.  Having a group of partner nations composed of progressive constitutional democracies and closed repressive autocracies and theocracies attempting to speak with one voice on promoting human rights, democracy and fundamental freedoms is absurd. It reeks of empty political rhetoric at best, and Orwellian double-speak at worst.  This again dilutes BRICS’ key messages, undermines its important core business, and detracts from the significant progress being made towards a common strategic agenda.  BRICS primary goal moving forward should be to trim the fat.  A streamlined annual working agenda would divert attention away from its individual member states' contradictions and geopolitical manoeuvring. With a focus on addressing the international system’s failures, institutional reform and greater representation for global south countries in policy- and decision-making bodies could be prioritised.  This seems unlikely though, if this year’s summit is anything to go by. By following the path of least resistance, BRICS may be setting itself on a course towards increasing and unnecessary substantive bloat, and away from its core business.  Only time will tell if certain members are willing to be more assertive and correct course before they are too far down a path impossible to pivot away from. 

Diplomacy
Donald Trump win in US president elections 2024. Washington DC, United Sates Of America - 2024 November 6

What Trump’s victory means for Ukraine, the Middle East, China and the rest of the world

by Stefan Wolff

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Donald Trump’s return to the White House in January 2025, combined with a Republican-led US Senate, was widely feared among international allies and will be cheered by some of America’s foes. While the former put on a brave face, the latter are finding it hard to hide their glee.  On the war in Ukraine, Trump is likely to try to force Kyiv and Moscow into at least a ceasefire along the current front lines. This could possibly involve a permanent settlement that would acknowledge Russia’s territorial gains, including the annexation of Crimea in 2014 and the territories occupied since the full-scale invasion of Ukraine in February 2022.  It is also likely that Trump would accept demands by the Russian president, Vladimir Putin, to prevent a future Ukrainian Nato membership. Given Trump’s well-known animosity to Nato, this would also be an important pressure on Kyiv’s European allies. Trump could, once again, threaten to abandon the alliance in order to get Europeans to sign up to a deal with Putin over Ukraine.  When it comes to the Middle East, Trump has been a staunch supporter of Israel and Saudi Arabia in the past. He is likely to double down on this, including by taking an even tougher line on Iran. This aligns well with Israeli prime minister Benjamin Netanyahu’s current priorities.  Netanyahu seems determined to destroy Iran’s proxies Hamas, Hezbollah and the Houthis in Yemen and severely degrade Iranian capabilities. By dismissing his defence minister, Yoav Gallant, a critic of his conduct of the offensive in Gaza, Netanyahu has laid the ground for a continuation of the conflict there.  It also prepares for a widening of the offensive in Lebanon and a potentially devastating strike against Iran in response to any further Iranian attack on Israel.  Trump’s election will embolden Netanyahu to act. And this in turn would also strengthen Trump’s position towards Putin, who has come to depend on Iranian support for his war in Ukraine. Trump could offer to restrain Netanyahu in the future as a bargaining chip with Putin in his gamble to secure a deal on Ukraine.  Pivot to China  While Ukraine and the Middle East are two areas in which change looms, relations with China will most likely be characterised more by continuity than by change. With Chinese relations being perhaps the key strategic foreign policy challenge for the US, the Biden administration continued many of the policies Trump adopted in his first term – and Trump is likely to double down on them in a second term.  A Trump White House is likely to increase import tariffs, and he has talked a great deal about using them to target China. But Trump is also just as likely to be open to pragmatic, transactional deals with Chinese president Xi Jinping. Just like in relations with his European allies in Nato, a serious question mark hangs over Trump’s commitment to the defence of Taiwan and other treaty allies in Asia, including the Philippines, South Korea, and potentially Japan. Trump is at best lukewarm on US security guarantees.  But as his on-and-off relationship with North Korea in his first term demonstrated, Trump is, at times, willing to push the envelope dangerously close to war. This happened in 2017 in response to a North Korean test of intercontinental ballistic missiles.  The unpredictability of the regime in Pyongyang makes another close brush of this kind as likely as Trump’s unpredictability makes it conceivable that he would accept a nuclear-armed North Korea as part of a broader deal with Russia, which has developed increasingly close relations with Kim Jong-un’s regime.  Doing so would give Trump additional leverage over China, which has been worried over growing ties between Russia and North Korea.  Preparing for a Trump White House  Friends and foes alike are going to use the remaining months before Trump returns to the White House to try to improve their positions and get things done that would be more difficult to do once he is in office.  An expectation of a Trump push for an end to the wars in Ukraine and the Middle East is likely to lead to an intensification of the fighting there to create what the different parties think might be a more acceptable status quo for them. This does not bode well for the humanitarian crises already brewing in both regions.  Increasing tensions in and around the Korean peninsula are also conceivable. Pyongyang is likely to want to boost its credentials with yet more missile – and potentially nuclear – tests.  A ratcheting-up of the fighting in Europe and the Middle East and of tensions in Asia is also likely to strain relations between the US and its allies in all three regions. In Europe, the fear is that Trump may make deals with Russia over the head of its EU and Nato allies and threaten them with abandonment.  This would undermine the longevity of any Ukrainian (or broader European) deal with Moscow. The relatively dismal state of European defence capabilities and the diminishing credibility of the US nuclear umbrella would not but help to encourage Putin to push his imperial ambitions further once he has secured a deal with Trump.  In the Middle East, Netanyahu would be completely unrestrained. And yet while some Arab regimes might cheer Israel striking Iran and Iranian proxies, they will worry about backlash over the plight of Palestinians. Without resolving this perennial issue, stability in the region, let alone peace, will be all but impossible.  In Asia, the challenges are different. Here the problem is less US withdrawal and more an unpredictable and potentially unmanageable escalation. Under Trump, it is much more likely that the US and China will find it hard to escape the so-called Thucydides trap – the inevitability of war between a dominant but declining power and its rising challenger.  This then raises the question of whether US alliances in the region are safe in the long term or whether some of its partners, like Indonesia or India, will consider realigning themselves with China.  At best, all of this spells greater uncertainty and instability – not only after Trump’s inauguration but also in the months until then.  At worst, it will prove the undoing of Trump’s self-proclaimed infallibility. But by the time he and his team come to realise that geopolitics is a more complicated affair than real estate, they may have ushered in the very chaos that they have accused Biden and Harris of. 

Energy & Economics
Earth globe with continent of Africa highlighted in red. 3D illustration. Elements of this image furnished by NASA

Africa in the Geopolitical Game

by José Segura Clavell, Casa África

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском A review of the African strategy of major powers considering the continent's growing global importance in economic, demographic, and even political terms. A few days ago, the United Nations General Assembly approved the so-called “Pact for the Future”, an action that the organization's Secretary-General, Antonio Guterres, described as "a historic moment" because it will allow "a step forward towards a more effective and sustainable networked multilateralism”. In the corridors of the United Nations, intensive work has been carried out for more than nine months to find the greatest possible consensus, and although the document (a 42-page agreement outlining 56 actions in areas ranging from nuclear, climate, and digital issues to human rights) was not put to a vote in the Assembly, it is known to have the support of most nations in the world, with the exception of Russia and some countries like Belarus, Iran, North Korea, and Eritrea. In Africa, 54 countries rejected Russian amendments aimed at halting the dialogue around this document, something perhaps facilitated by the possibility that a second permanent seat for Africa in the United Nations Security Council could soon be consolidated. The United Nations, and therefore multilateralism, are going through a difficult time: Ukraine, Gaza, or Lebanon bear witness to this. The right to veto in the Security Council turns any serious initiative to stop conflicts around the world into a joke. South African President Cyril Ramaphosa called for the reform of the organization to ensure that it becomes truly functional and democratic, in addition to demanding a well-deserved central role for the continent in conflict resolution and modern geopolitics. So, calls for multilateralism are heard everywhere, which basic definition, to put it simply, is when more than three countries agree to move together towards a specific goal, in a context where the world's geopolitics continues to function, breathe, and evolve like any living organism. This is also true in Africa.  China In early September, more than fifty African leaders (a record number) traveled to meet with President Xi Jinping at a new Summit of the Forum on China-Africa Cooperation (FOCAC), the major China-Africa gathering that began in the year 2000. As in each of the previous editions, President Xi announced a significant financial aid package, also outlining the main areas of future cooperation: $51 billion in loans, investments, and assistance for Africa over the next three years. Although this amount surpasses the $40 billion committed in 2021, it remains lower than the $60 billion promised in 2015 and 2018. The Africans also attended the meeting with a message: the trade balance needs to be adjusted. In 2023, Chinese exports to Africa reached $170 billion, while imports from the continent amounted to $100 billion, a significant difference that leaders like South African President Ramaphosa did not hide upon his arrival in Beijing. While China sends manufactured products, agricultural and industrial machinery, as well as vehicles, its imports from Africa are mainly concentrated in raw materials (oil, gas, metals, and minerals). China continues to be involved in initiatives such as the “Belt and Road Initiative”, the modernized Silk Road, and the construction of major infrastructure projects. Russia Russia's presence in Africa is not new. They were already in places like Angola during the Cold War and supported the struggles for independence in the 1960s, but perhaps now their actions on the continent are receiving more attention. With almost the entire world questioning its invasion of Ukraine, Russians find in Africa, especially in the Sahel countries, a point from which to secure mineral and economic resources and, at the same time, create tension and concern for the Europeans. Their support for military junta coups in countries like Mali, Niger, or Burkina Faso, or their influence in regimes like that of the Central African Republic, with a business model that exchanges security for mineral resources, for example, has shaken up the African geopolitical map. Their promises of cooperation in satellite or nuclear technology, still up in the air, captivate governments that have distanced themselves from the West and have chosen them as partners in recent years. The European Union In Europe, in my opinion, we continue struggling to understand how to approach our relationship and alignment with our African friends and neighbors. Individually, each country is making its efforts: Italy with the Mattei Plan, France repositioning itself after withdrawing from the Sahel countries, Denmark with a strong commitment, and now Spain, working on a new strategy of its own that we will learn about very soon. The migration factor and the colonial legacy continue to be issues that influence the relationship with African governments and even with civil societies. In geopolitical terms, Europe has given a name to its aspirations of influence: the Global Gateway. The undertaking is so vast and its objectives so ambitious that it deserves one, or even several, separate articles. Not only do I promise this, but I also share that, from Casa África, we will soon bring its representatives to the Canary Islands to explain what the Global Gateway entails, what funds it has, and how we, from the Archipelago, can act as a bridge with them. United States The U.S. elections are approaching, but before leaving office, Joe Biden will visit Africa (specifically Angola) for the first time in his term. This is a clear gesture towards the continent, which at least partially makes up for the fact that the previous president, Donald Trump, not only never visited it even once, but also left behind that infamous phrase caught by an open microphone in which he referred to African countries as “shitholes”. Faced with the overwhelming Chinese presence and the concerning Russian influence in the Sahel, many voices in the United States have called for a genuine diplomatic and economic effort on the continent. The choice of Angola is not trivial: the Americans are heavily invested in a strategic project crucial for the geopolitics of energy, the Lobito Corridor, a railway line that will connect the Angolan port of Lobito (on the Atlantic) with the city of Kolwezi in the Democratic Republic of the Congo. The goal: the transit of strategic minerals for the North American and European markets, which is key to reducing dependence on China for the so-called critical minerals (lithium, nickel, cobalt, graphite, manganese, or rare earth elements). Türkiye For a few years now, Türkiye has had a very clear objective of increasing its presence and influence in Africa. In the last two decades, Türkiye has nearly quadrupled the number of its embassies in Africa: from 12 in 2002 to 44 in 2022. Its flag carrier, Turkish Airlines, connects Istanbul with 62 African destinations. At the same time, it has achieved diplomatic reciprocity: 38 African countries have established embassies in Ankara. All of this is reflected in trade volumes, which increased from $5.4 billion in 2003 to over $41 billion in 2022 (although they dropped slightly to $37 billion in 2023). For example, in 2011, President Erdogan was the first international leader to dare to set foot in Somalia in 20 years. Now, Türkiye has a military base in Mogadishu and oil and gas exploitation agreements. It is also the fourth-largest arms supplier to sub-Saharan Africa: helicopters and, above all, the famous Bayraktar drones have been sold to many African countries. And, finally, the Turks are also making significant strides in infrastructure construction (more than 1,800 projects in the last 20 years, including the modernization of Tanzania's railways, for example). A noteworthy effort, but obviously still far behind the Chinese and Russians. Published in Kiosco Insular, eldiario.es, and Canarias7 on September 27 and 28, 2024.

Defense & Security
Buenos Aires, Argentina, Feb 16, 2024: People protesting in front of the obelisk, downtown, with posters in the colors of the Palestinian flag forming the text Free Palestine.

Community of Latin American and Caribbean States (CELAC) and Operation al-Aqsa Flood

by Prof. Dr. Walid ‘Abd al-Hay, Yarmouk Universi

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Introduction In 2010, the Community of Latin American and Caribbean States (CELAC) was established and ratified in 2011, with membership expanding to 33 countries. According to the organization’s statements, its aims include “deepening the integration of Latin American countries, promoting international peace, and respecting human rights.” Additionally, there is an implicit ambition among several members to reduce the political and economic influence of the US in the region, as suggested by the context of some of the organization’s statements.[2] With a total population of about 635 million people, covering an area of about 22 million km², and accounting for 17% of the United Nations (UN) voting power, their Gross Domestic Product (GDP) on a Purchasing Power Parity (PPP) basis for 2023 is approximately $12.8 trillion, equivalent to 7.8% of the world’s GDP. However, four of the 33 countries contribute more than $9.6 trillion, or about 75% of the GDP. These four countries also comprise 68% of the total population of the regional group, as shown in the following table:[3]   CELAC’s Position on Operation al-Aqsa Flood The Latin American and Caribbean region has the highest percentage of leftist political regimes in the world. Among the 19 most significant countries in the region, 12 are now run by left-wing governments, accounting for 63% of the total. These leftist-led countries represent 92% of the region’s people and 90% of its GDP.[4] This demographic and economic dominance is clearly reflected in CELAC’s stance on two interconnected issues: the position on Operation al-Aqsa Flood, marked by varying degrees of rejection of Israeli policy, and a relative independence from US influence in the region. First: CELAC’s Stance as a Political Bloc on Operation al-Aqsa Flood[5] At the eighth CELAC summit, held in March 2024 in Kingstown, the capital of St.Vincent and the Grenadines, a lack of consensus emerged among the members regarding Operation al-Aqsa Flood. Despite the compromise language in the conference statement, 27 countries endorsed it while 6 countries opposed it.[6] The resolution included the following points:[7] a. Condemning the killing of civilians on both the Palestinian and Israeli sides and emphasizing the need to protect civilians in accordance with international law.b. Supporting the UN General Assembly call for a ceasefire.c. Demanding the immediate and unconditional release of hostages.d. Urging the delivery of humanitarian aid to the affected areas in the Gaza Strip (GS).e. Calling for a peaceful solution based on the two-state solution. Second: Stances of the Central States within CELAC[8] Countries with left-leaning governments are often the most vocal in supporting the Palestine issue, as reflected in their leaders’ statements. Venezuelan President Nicolás Maduro slammed “the international position regarding the ongoing genocide in Gaza,” and pointed out that “international justice exists only to protect the interests of American, European, and Western imperialism, in order to conceal the massacres committed against Palestinian families.” Brazilian President Lula da Silva aligned with this view, calling on “the five permanent members of the United Nations Security Council (UNSC) to set aside their differences and put an end to the genocide in Gaza.” He reiterated his call for an immediate ceasefire, as outlined in the CELAC statement from the 8th Congress. Additionally, he noted Brazil’s efforts to support UN Security Council resolutions aimed at halting the fighting in GS, which were vetoed by the US. Colombian President Gustavo Petro criticized both the United States and Europe for supporting “Israel in committing genocide against the Palestinians,” with similar sentiments expressed by Nicaragua. Generally, the positions of CELAC countries, particularly the major powers, can be categorized into three distinct stances, as illustrated in the table below:[9]   1. Countries closest to the Israeli position: This group varies in their level of support for Israel, as illustrated by the following indicators: a. The Salvadoran stance is notably one of the most vehement against the Palestinians, despite President Nayib Bukele being a Christian of Palestinian descent who calls for the “demise of the Palestinian resistance.” This position aligns closely with that of Paraguay, one of the few countries to label the Palestinian resistance as “terrorism” and announce plans to move its embassy from Tel Aviv to Jerusalem. Paraguay’s stance on Israeli settlements in the occupied territories is marked by a consistent lack of condemnation at the UN and frequent abstentions from voting on resolutions that support Palestinian rights. b. The Jewish minority in Argentina plays a significant role in influencing the government. With a population of between 300–400 thousand, Argentina has the largest Jewish community in Latin America and the fifth largest in the world. The attacks on Jewish institutions in Argentina during 1992–1994, which were linked to Iran—a key supporter of Palestinian resistance—also influenced the government’s stance, despite opposition from the pro-Palestinian Worker’s Left Front – Unity party. c. Guatemala, with a population of about 18 million, was the first Latin American country to move its embassy to Jerusalem. It is also one of the centers of gravity for Anglican Christianity, which tends to be more sympathetic to Zionism. 2. Countries that have adopted a middle ground, attempting to balance support for and opposition to both sides of the conflict: a. Both Mexico and Brazil criticized the attack on Israel on 7/10/2023, but strongly condemned the Israeli response. b. In the diplomacy of Brazil and Mexico, a role reversal was observed. The presidencies of both countries adopted more articulate positions than their foreign ministries, where traditional diplomatic language prevailed. c. Mexico has not severed ties with Israel; however, its representatives at the UN have sharply criticized the Israeli government. d. Ecuador can be included in this group due to its effort to mediate peace between the Palestinian resistance and Israel by sending Ecuadorian Vice President Verónica Abad in October 2023. Additionally, Ecuador has backed Palestine’s bid for full membership in both the UN Security Council and the UN General Assembly, though it has explicitly condemned the resistance attack that occurred in October 2023. 3. Countries that support Palestinian rights are typically left-leaning and their policies often exhibit the following characteristics: a. Nicaragua unequivocally supported the Palestinian position and even received some Palestinian leaders after the war. b. Colombia has taken a definitive stance in strong support of Palestine. It is one of the most vocal critics of Israeli policies, culminating in its decision to sever diplomatic ties with Israel. Colombian President Gustavo Petro has sharply condemned Israeli actions in Gaza, labeling them as “genocide.” It is important to note that Colombia’s position is significant given its historical and strategic ties with Israel. Although Colombia relies on Israeli military equipment for combating armed opposition and drug trafficking groups, and there has been a free trade agreement between the two countries since 2020, as well as various agreements since the establishment of diplomatic relations in 1957, trade data shows a 53% decline in trade between Israel and Colombia following the recent conflict, compared to 2022. c. The Cuban and Venezuelan position was a continuation of their traditional support for the Palestinian right, and Cuba justified the Palestinian attack on 7/10/2023 as a reaction to 75 years of oppression of the Palestinians. d. Bolivia did not condemn the Palestinian attack in October, instead focusing its statements on de-escalating the conflict between the two sides. However, the lack of Israeli response to its calls led Bolivia to sever diplomatic relations with Israel. Additionally, Bolivia supported South Africa’s case against Israel at the International Court of Justice (ICJ) and endorsed a case before the International Criminal Court (ICC). Colombia and Belize have also cut ties with Israel. Notably, during the last week of June 2024, Bolivia experienced a failed coup attempt, raising suspicions that the US and Israel may have been involved as retaliation for Bolivia’s clear stance on the Gaza war.[10] e. The significant presence of the Palestinian community in Chile, the largest in Latin America with nearly half a million having Palestinian roots, has notably influenced Chilean politics. This influence is reflected in the Chilean Senate’s Human Rights Commission decision to ban companies from importing goods produced in Israeli settlements in the occupied territories. A US State Department official characterized this decision as one that unfairly singles out Israel.[11] f. Honduras has exhibited a decrease in its support for Israel following Israeli attacks on civilians, leading the government to summon the Israeli ambassador to protest these actions. In 2021, Honduras was one of the first countries to relocate its embassy from Tel Aviv to Jerusalem, joining Guatemala and Paraguay, which had made similar moves in 2018. However, Guatemala reversed its decision and returned its embassy to Tel Aviv shortly thereafter. The shift in Honduras’ stance can be attributed to the change in leadership from a right-wing to a left-wing administration after Xiomara Castro assumed the presidency in 2022. g. Since the beginning of the war, Latin American countries’ positions in support of Palestine have evolved at the diplomatic level in particular, and have begun cutting ties and recalling ambassadors from Israel, which was initiated by Chile, Colombia, and Honduras, while Bolivia and Belize cut diplomatic ties with Israel completely. Bolivia was one of the five countries that referred the situation in GS to the ICC for investigation in November 2023. In the referral, Bolivia cites evidence of crimes against Palestinians including murder, torture, inhumane treatment, persecution, apartheid, forced displacement, and the destruction of Palestinian cultural heritage. Mexico and Chile did the same in January 2024, whereas Brazil’s and Colombia’s foreign ministries issued statements supporting South Africa’s legal action against Israel before the ICJ. The Brazilian position has been the leading one, which has strained relations between Brazil and Israel despite efforts by the Brazilian Israelite Confederation (CONIB) to mend fences. However, the Brazilian president’s remarks that “what is happening in the Gaza Strip with the Palestinian people hasn’t happened at any other moment in history” except one: “When Hitler decided to kill the Jews,”[12] combined with the Brazilian Foreign Ministry’s endorsement of European countries’ recognition of Palestine as a state and support for a two-state solution, have solidified Brazil’s stance against Israeli policies. CELAC’s Vote at the UN A review of General Assembly and Security Council resolutions reveals that the countries most resistant to supporting resolutions favoring Palestinian demands are Guatemala, Paraguay and Argentina, followed by Haiti, Uruguay, Panama and El Salvador. These countries often either oppose or abstain from voting. Argentina, with a population of nearly 46 million, is the most significant ally of Israeli policy. This is followed by Guatemala with about 18 million people, Paraguay with around 7 million, Panama with 4.5 million and Uruguay, with approximately 3.5 million people. Argentina ranks third among CELAC countries in terms of GDP and fourth in terms of population. Argentina’s stance on Palestinian rights reflects the political shift introduced by President Javier Milei, who aims to align Argentina more closely with the Western capitalist bloc through his foreign policy.[13] Argentina did not support the General Assembly resolution calling for a ceasefire in December 2023 and opposed the resolution to grant Palestine full membership in the UN. The Argentine position can be attributed to the following reasons:[14] a. President Javier Milei’s religious inclination towards Judaism was evident in his prayers at the Western Wall in Jerusalem in 2021, accompanied by Rabbi Shimon Axel Wahnish, who was later appointed as Argentine ambassador to Israel. Although the Argentine president is a Catholic Christian, some sources suggest he is considering converting to Judaism. However, other sources claim that President Milei’s display of Jewish faith is a way to express repentance and counter accusations that he concealed his support for a Nazi sympathizer. b. The Argentine president’s intention to strengthen ties with the Jewish minority in Argentina, as previously mentioned, faced opposition from nearly four thousand Argentine Jewish intellectuals, who voiced concern over Milei’s “political use of Judaism.” This concern was highlighted when he became one of the first world leaders to visit Israel after the war erupted, offering high praise for Benjamin Netanyahu’s policies and pledging to move Argentina’s embassy from Tel Aviv to Jerusalem. Interestingly, the Argentine president demonstrated a clear bias towards Israel when he cut his state visit to Denmark short, following the Iranian attack on Israel in April 2024, which was in response to the Israeli attack on the Iranian consulate in Damascus. President Meli then convened a crisis committee alongside the Israeli ambassador to Argentina and his security minister, who began criticizing the positions of other Latin American countries, such as Bolivia and Chile, describing them as “Islamic hotbeds” and accusing them of hosting Hezbollah elements. He also criticized the defense agreement Iran concluded with Bolivia in July 2023. c. Milei, a university economics professor, bases his economic ideology on far-right principles and anti-leftist Peronism in Argentina, making him the most eager to strengthen the relationship with the US and, consequently, with Israel. d. It is noted that trade relations between Israel and Argentina are escalating significantly. Israeli exports to Argentina increased annually by 15.2% from 2017 to the end of 2022, reaching $156 million in 2022. Similarly, Argentine exports to Israel increased annually by 25.2%, reaching $200 million in 2022. Third: Trends in Public Opinion in CELAC Countries Quantitative studies on access to information and data from various sources show that Latin American countries lead the world in relying on social media for obtaining and sharing information. This trend has influenced Israel’s public image in the region.[15] Public opinion polls in Latin America reveal that approval of the way US President Joe Biden’s is dealing with the GS war is modest. A survey of six major Latin American countries showed the following results:[16]   The approval rate with Biden’s GS war policy in six countries is notably low, at around 26%. In contrast, the same survey indicates that the disapproval in these countries is more than double the approval rate, reaching approximately 57%. Meanwhile, the people of CELAC countries expressed their solidarity with Palestine after Operation al-Aqsa Flood. This solidarity was evident in demonstrations involving former presidents, civil society organizations, popular sectors, football associations, artists and universities, particularly in Brazil, Venezuela, Bolivia, Mexico, Uruguay, Peru and Argentina, etc. Conclusion The “instability” in political orientations towards international issues is a key feature of Latin American countries’ policies, largely due to the frequent shifts in political regimes and the consequent changes. In analyzing the positions of Latin American countries on the Arab-Israeli conflict, four factors seem to be the most significant in shaping this relationship:[17] 1. The political shifts between leftist and rightist regimes, whether due to coups or presidential elections, often characterize these countries as “unstable.” This is particularly evident in major countries within this group, such as Brazil, Mexico, Argentina and Colombia. This instability is reflected in their stances on the Arab-Israeli conflict: leftist regimes typically support Palestine, while rightist ones back Israel. 2. The positions of these countries on Israel are notably influenced by US policies. Some countries align with the US stance to avoid potential pressure, a pattern observable since the Monroe Doctrine in 1823. 3. A growing trend among Catholic Christians toward Anglicanism, which shares a closer religious alignment with the Israeli position. 4. Israeli presence in the technological sector of the Latin American economy is significant. In major Latin American countries like Brazil, Mexico, Argentina and Colombia, more than 450 Israeli companies are active in this industry. The data we have discussed highlight the need for resistance forces to recognize the significance of this region in the following ways: 1. Despite a noticeable division among Latin American countries in their responses to Operation al-Aqsa Flood and its aftermath, the balance of support leans considerably toward the resistance. This is due to the increasing leftist inclination in the region, particularly in its major countries. Demonstrations in support of Palestine have occurred in Brazil, Bolivia, Venezuela, Cuba, Peru and Chile. 2. Cutting ties with Israel, recalling ambassadors, or participating in cases against it in the ICJ and the ICC by Latin American countries is perhaps the most significant in terms of political impact. This development requires follow-up, including providing these countries with relevant information and support to reinforce this trend. 3. Despite their Anglican background, public opinion trends in these countries reveal a strong sympathy for Palestinian suffering, which is more than twice as significant as the sympathy for Israel. This is evident from the approval rates toward President Biden’s pro-Israel policies. These findings suggest the need for engaging with leftist forces in the region based on shared libertarian values. 4. Comparing the trade between Latin American and Israel, which was $6 billion in 2022, to the trade with Arab countries, the trade volume with the Gulf countries alone is more than three times greater than that with Israel. However, the political influence of these trade relations with the Arab world remains relatively modest.[18] 5. Arab and Palestinian diplomacy should focus on four Latin American countries-Brazil, Mexico, Argentina and Colombia—due to their significant political, economic and demographic influence in the international arena. References [1] An expert in futures studies, a former professor in the Department of Political Science at Yarmouk University in Jordan and a holder of Ph.D. in Political Science from Cairo University. He is also a former member of the Board of Trustees of Al-Zaytoonah University of Jordan, Irbid National University, the National Center for Human Rights, the Board of Grievances and the Supreme Council of Media. He has authored 37 books, most of which are focused on future studies in both theoretical and practical terms, and published 120 research papers in peer-reviewed academic journals. [2] CELAC/ Zone of Peace: “A key step to countering the globalization of militarism” – UN Expert, site of The Office of the High Commissioner for Human Rights, 3/2/2014, https://www.ohchr.org/en/press-releases/2014/02/celac-zone-peace-key-step-countering-globalization-militarism-un-expert [3] World Economic Outlook Database: October 2023, site of International Monetary Fund, https://www.imf.org/en/Publications/WEO/weo-database/2023/October/weo-report?c=311,213,314,313,316,339,218,223,228,233,238,321,243,248,253,328,258,336,2; GDP, PPP (current international $) – Latin America & Caribbean, site of World Bank Group, https://data.worldbank.org/indicator/NY.GDP.MKTP.PP.CD?locations=ZJ; and List of Latin American and Caribbean countries by GDP (PPP), site of Wikipedia, https://en.wikipedia.org/wiki/List_of_Latin_American_and_Caribbean_countries_by_GDP_(PPP)#cite_note-1 [4] Latin America’s left-wing experiment is a warning to the world, site of The Economist newspaper, 18/5/2023, https://www.economist.com/the-americas/2023/05/18/latin-americas-left-wing-experiment-is-a-warning-to-the-world [5] For a historical overview of Israel’s relations with Latin America, see Walid ‘Abd al-Hay, Academic Paper: Israeli Relations with Latin America, site of al-Zaytouna Centre for Studies and Consultations, 5/4/2021, https://eng.alzaytouna.net/2021/04/05/academic-paper-israeli-relations-with-latin-america/ [6] Estimates vary, but the number of signatories is likely to be 27, see CELAC member states divided over Israel-Gaza war stance, site of SEARCHLIGHT, 5/3/2024, https://www.searchlight.vc/front-page/2024/03/05/celac-member-states-divided-israel-gaza-war-stance; and Brazil, 23 other Celac countries call for immediate ceasefire in Gaza, site of Agencia Brasil, 4/3/2024, https://agenciabrasil.ebc.com.br/en/internacional/noticia/2024-03/brazil-23-other-celac-countries-call-immediate-ceasefire-gaza [7] CELAC summit fails to take unanimous position on Gaza, site of iWitness News, 2/3/2024, https://www.iwnsvg.com/2024/03/02/celac-summit-fails-to-take-unanimous-position-on-gaza [8] Latin American peace, anti-imperialism, and Gaza at the heart of CELAC, site of Al Mayadeen English, 1/3/2024, https://english.almayadeen.net/news/politics/latin-american-peace–anti-imperialism–and-gaza-at-the-hear; Oliver Stuenkel, The Israel-Hamas War Is Inflaming Polarization in Latin America, site of Americas Quarterly (AQ), 16/11/2023, https://www.americasquarterly.org/article/the-israel-hamas-war-is-inflaming-polarization-in-latin-america; Ecuador VP says she will go to Israel amid spat with president, Reuters News Agency, 28/11/2023, https://www.reuters.com/world/middle-east/ecuador-vp-says-she-will-go-israel-amid-spat-with-president-2023-11-28; and At CELAC, Lula extols the potential of Latin Americans and Caribbeans as an integrated bloc, site of Planalto, 5/3/2024, https://www.gov.br/planalto/en/latest-news/2024/03/at-celac-lula-extols-the-potential-of-latin-americans-and-caribbeans-as-an-integrated-bloc [9] For detailed information on the positions of CELAC countries, either individually or as a bloc, please refer to the following references, see Rogelio Núñez Castellano and Carlos Malamud, Latin America and the Gaza crisis, site of The Elcano Royal Institute, 24/11/2023, https://www.realinstitutoelcano.org/en/analyses/latin-america-and-the-gaza-crisis; Enrique Reina (@EnriqueReinaHN), site of X (Twitter), 3/11/2023, 10:01, https://x.com/EnriqueReinaHN/status/1720531624289575107; Brazil’s president withdraws his country’s ambassador to Israel after criticizing the war in Gaza, site of Associated Press (AP), 29/5/2024, https://apnews.com/article/brazil-lula-israel-ambassador-withdrawn-af9d295d989a86c4fcd8ca4531350f42; Colombia breaks diplomatic ties with Israel but its military relies on key Israeli-built equipment, AP, 3/5/2024, https://apnews.com/article/colombia-israel-diplomatic-ties-military-equipment-0c04009ccfc6110e20ee358403509500; President Milei’s surprising devotion to Judaism and Israel provokes tension in Argentina and beyond, AP, 3/6/2024, https://apnews.com/article/milei-judaism-hezbollah-israel-hamas-war-netanyahu-d8831369a6bc8a96205d4080d2b2045b; Argentina demands that Bolivia explain its new defense agreement with Iran, AP, 25/7/2023, https://apnews.com/article/argentina-bolivia-iran-defense-mou-2cb8c5917fdb6d3e01af4c67af969797; Israel/ Argentina, site of Observatory of Economic Complexity (OEC), https://oec.world/en/profile/bilateral-country/isr/partner/arg; Latin America divided and nuanced on Israel-Hamas conflict, site of Buenos Aires Times, 1/11/2023, https://www.batimes.com.ar/news/latin-america/latin-america-divided-and-nuanced-on-the-israel-hamas-conflict.phtml; Marta Tawil Kuri, Perspectives from the Global South: Latin America’s Fragmented Approach to Palestine, site of Arab reform initiative (ARI), 15/12/2023, https://www.arab-reform.net/publication/perspectives-from-the-global-south-latin-americas-fragmented-approach-to-palestine; IntelBrief: Leaders in Latin America Speak Loudly on Gaza, site of The Soufan Center (TSC), 1/3/2024, https://thesoufancenter.org/intelbrief-2024-march-1; Honduran president in Israel for opening of Jerusalem embassy, site of i24NEWS, 24/6/2021, https://www.i24news.tv/en/news/israel/diplomacy-defense/1624517565-honduran-president-in-israel-for-opening-of-jerusalem-embassy; Angeline Montoya, In Honduras, the mixed track record of President Xiomara Castro, site of Le Monde, 10/2/2023, https://www.lemonde.fr/en/international/article/2023/02/10/in-honduras-the-mixed-track-record-of-president-xiomara-castro_6015218_4.html; Latin America countries hold rallies in support of Palestine, site of Anadolu Agency (AA), 4/3/2024, https://www.aa.com.tr/en/americas/latin-america-countries-hold-rallies-in-support-of-palestine/3154305; Latin America: Demonstrations expressing support for Palestinians scheduled in several regional cities Oct. 20-22, site of Crisis24, 20/10/2023, https://crisis24.garda.com/alerts/2023/10/latin-america-demonstrations-expressing-support-for-palestinians-scheduled-in-several-regional-cities-oct-20-22; Gaza solidarity sweeps across Latin America, site of Middle East Monitor (MEMO), 23/10/2023, https://www.middleeastmonitor.com/20231023-gaza-solidarity-sweeps-across-latin-america; Alejandro Santos Cid, University Gaza solidarity protests extend to Mexico: ‘We are urgently calling for an end to genocide’, site of EL PAÍS, 4/5/2024, https://english.elpais.com/international/2024-05-04/university-gaza-solidarity-protests-extend-to-mexico-we-are-urgently-calling-for-an-end-to-genocide.html; site of PRIMICIAS, 7/10/2023, https://www.primicias.ec/noticias/politica/ecuador-condena-ataque-hamas-israel (in Spanish) [10] See Lithium, severing ties with Israel, or rapprochement with Russia? What is the secret to the failed Bolivian coup?, site of RT, 28/6/2024, https://arabic.rt.com/world/1578053- الليثيوم-غزة-أم-موسكو-أيهم-كلمة-السر-في-الانقلاب-البوليفي-الفاشل/; and Türkiye and Bolivia: Experiences of Resisting Coups in a Changing World, site of Turk Press, 29/6//2024, https://www.turkpress.co/node/102003 [11] Patricia Garip, What Does Latin America Think About the Israel-Hamas War?, site of Foreign Policy, 29/1/2024, https://foreignpolicy.com/2024/01/29/israel-hamas-gaza-war-latin-america-chile-argentina-colombia-mexico-genocide/ [12] Lazar Berman, Israel livid as Brazil’s Lula says Israel like ‘Hitler,’ committing genocide in Gaza, site of Times of Israel, 18/2/2024, https://www.timesofisrael.com/israel-livid-as-brazils-lula-says-israel-like-hitler-committing-genocide-in-gaza/ [13] Argentina shifts historic position on Palestine as UN member state, Buenos Aires Times, 10/5/2024, https://www.batimes.com.ar/news/world/argentina-shifts-historic-position-on-palestine-asun-member-state.phtml [14] AP and TOI STAFF, Argentinian president’s surprising devotion to Judaism and Israel provokes tension, Times of Israel, 3/6/2024, https://www.timesofisrael.com/argentinian-presidents-surprising-devotion-to-judaism-and-israel-provokes-tension/; Argentina/ Israel, site of Observatory of Economic Complexity (OEC), https://oec.world/en/profile/bilateral-country/arg/partner/isr; and Israel/ Argentina, OEC, https://oec.world/en/profile/bilateral-country/isr/partner/arg [15] 4 Trends Among Latin American Internet Users That Will Impact the Market in 2022, site of Americas Market Intelligence (AMI), 9/1/2022, https://americasmi.com/insights/trends-latin-american-internet-users-marketing/#:~:text=In%20Latin%20America%2C%2083%25%20to,websites%2C%20broken%20down%20by%20country; and Annie Pforzheimer, Latin American Views on the Gaza War Are in Flux, site of The Jerusalem Strategic Tribune journal, November 2023, https://jstribune.com/pforzheimer-latin-american-views-on-the-gaza-war-are-in-flux [16] Survey conducted in Spring 2024, see Majorities disapprove of the way Biden is dealing with the Israel-Hamas war, site of Pew Research Center, 10/6/2024, https://www.pewresearch.org/global/2024/06/11/how-well-is-biden-handling-international-issues/gap_2024-06-11_us-image-2024_5_06 [17]Gian Luca Gardini (ed.), External Powers in Latin America: Geopolitics between Neo-extractivism and South-South Cooperation (Routledge, 2021), pp. 153-163; and Political stability – Country rankings, site of TheGlobalEconomy.com, https://www.theglobaleconomy.com/rankings/wb_political_stability/Latin-Am [18]Chase Harrison, Explainer: Latin America’s Relationship with Israel and Palestine, site of Americas Society (AS), Council of the Americas (COA), 16/11/2023, https://www.as-coa.org/articles/explainer-latin-americas-relationship-israel-and-palestine; and “Cultivating Ties: Deepening trade and investment between Latin America and the GCC,” site of Economist Impact, The Economist Group, 2022, https://impact.economist.com/perspectives/sites/default/files/economist_impact__dcci_latam_report_10th_march_2022_english_web.pdf